[GNC] OFX Import matcher user input memo / description enhancement

[Jean Laroche]

One drawback of your workflow is that GC does not learn how to better 
match incoming OFX transactions to your accounts, because you're doing 
that outside of the import matcher...
I guess you move them to UnAccountedFor2020 so you can go back to them 
at a later time, and take your time importing them to the right account...

I too would love to be able to add a note to the imported info *in* the 
matching dialog, rather than having to go to the register after the 
import to add notes...
J.

On 8/5/20 10:28 AM, Jeff Albrecht wrote:
> Devs and users,
> 
> I want to add a short text entry somewhere on many of my transactions 
> that are being imported and matched. Specifically if I bought some 
> goodie, dodad or whatnot from ePay or Amizoned I'd like to add what the 
> item was in my GNUCash check register.
> 
> _My Current Workflow_
> Ignore monthly reminders to import .OFX
> Do six to twelve months at a time
> Download the .OFX from my bank
> Import the .OFX
> Match obvious like Netflix, utilities, grocers etc... that don't need a 
> memo.
> Move the remaining unmatched transactions into a temporary register, for 
> instance 'UnAcountedFor2020' where I can add some arbitrary text to a 
> memo or description field.
> Then lookup transactions on the vendor websites and try to jog my memory 
> what a a transaction was actually for. This may be handy for reordering, 
> or explaining to my Accountant. For instance in the following image 
> replacement nozzles for my pressure washer, this text string was copied 
> from the vendor, Amazon, orders list item description. Copy and Paste.
> 
> 
> 
> Next I highlight the UnAccountedFor2020 and utilize the 4.x partial 
> pattern matcher which again, is so COOL, such a time saver. (Maybe have 
> a short list at the top of the picker of the last ten accounts selected? 
> This would leave my hand on the mouse for many of the transactions)
> I continue this until the UnAccountedFor2020 register is empty.
> I've noticed that the yellow line which has the 'UnAccountedFor2020' is 
> always blank in the memo/description. I put my desired text there.
> 
> _Enhancement_
> 
> If during the .OFX import matching some input box that I could enter my 
> memo/description text would appear as I pick the proper matching 
> account. Again that yellow line that has the desired target account is 
> always blank in the memo/description and may be the likely candidate for 
> the text target. If I could ad that user inputted text during the import 
> transaction matching I wouldn't need to move desired transactions for 
> memo/description into a temporary register as I do in my current work flow.
> 
> c ya...  - Jeff
>